| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dipen Mehta Invst LLC | 2,134 | $211,751.56 | $203,274.17 | -$8,477.39 | -4% |
Shawn M. McHugh WealthTrust Asset Management LLC | 53,610 | $5.21M | $5.11M | -$96,432.78 | -1.85% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 43,194 | $4.31M | $4.12M | -$190,585.82 | -4.42% |
| YL Yosef Levy Y.D. More Investments Ltd. | 7,375 | $726,770.65 | $702,874.37 | -$23,896.28 | -3.29% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,625 | $159,789.65 | $154,886.87 | -$4,902.78 | -3.07% |
Joseph Castro Nuveen LLC | 1.19M | $117.75M | $112.8M | -$4.95M | -4.2% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,058 | $591,688.55 | $577,145.66 | -$14,542.89 | -2.46% |
Maree Sgro BG Investment Services Inc. | 4,556 | $442,512.32 | $434,551.28 | -$7,961.04 | -1.8% |
Tina Tenret Tenret Co. LLC | 2,990 | $290,730.9 | $285,290.85 | -$5,440.05 | -1.87% |
Spencer Rand Five Oceans Advisors | 6,238 | $611,988.14 | $595,947.33 | -$16,040.81 | -2.62% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 151,575 | $14.86M | $14.46M | -$394,908.6 | -2.66% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 113,261 | $11.21M | $10.8M | -$413,447.88 | -3.69% |
Katie Smith Delos Wealth Advisors LLC | 37,233 | $3.69M | $3.55M | -$139,863.36 | -3.79% |
Justin Ericksen Blue Barn Wealth LLC | 61,088 | $6.02M | $5.82M | -$199,649.46 | -3.31% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 149 | $14,593.06 | $14,201.93 | -$391.13 | -2.68% |
Kurt Van Dyken Lifeworks Advisors LLC | 7,018 | $707,052.71 | $668,604.86 | -$38,447.85 | -5.44% |
Kimberly Cappellano Private Wealth Asset Management LLC | 31,317 | $3.1M | $2.99M | -$115,752.44 | -3.73% |
Sima Elimelech Activest Wealth Management | 9,473 | $937,790.3 | $898,229.86 | -$39,560.44 | -4.22% |
Christina Forster Pazienza Guardian Partners Inc. | 8,441 | $818,845.86 | $804,258.48 | -$14,587.38 | -1.78% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 444,901 | $46.38M | $42.42M | -$3.96M | -8.53% |